|
1
|
Charles Schwab
San Francisco,
California
|
$126M
|
-$23.8M
|
-594,218
|
-16%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$20.8M
|
-$482K
|
-12,029
|
-2%
|
|
|
3
|
|
$15.9M
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.8M
|
-$2.55M
|
-63,738
|
-17%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$12.5M
|
+$4.65M
|
+115,975
|
+63%
|
|
|
6
|
Morningstar Investment Services
Chicago,
Illinois
|
$10.9M
|
+$285K
|
+7,115
|
+3%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.06M
|
-$7.58M
|
-189,198
|
-46%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$8.71M
|
-$121K
|
-3,029
|
-1%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$8.64M
|
-$11.2M
|
-280,542
|
-57%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$8.54M
|
-$142K
|
-3,537
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.99M
|
-$6.09M
|
-151,837
|
-44%
|
|
|
12
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$7.88M
|
+$214K
|
+5,350
|
+3%
|
|
|
13
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$7.63M
|
-$87.3K
|
-2,178
|
-1%
|
|
|
14
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$7.58M
|
-$1.2M
|
-29,868
|
-14%
|
|
|
15
|
Mirsky Financial Management
Rochester,
New York
|
$5.24M
|
-$37K
|
-923
|
-0.7%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$4.14M
|
+$729K
|
+18,194
|
+22%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4M
|
+$124K
|
+3,093
|
+3%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$3.6M
|
-$773K
|
-19,282
|
-18%
|
|
|
19
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$3.27M
|
+$124K
|
+3,082
|
+4%
|
|
|
20
|
55I LLC
Boston,
Massachusetts
|
$3.02M
|
+$136K
|
+3,388
|
+5%
|
|
|
21
|
HBW Advisory Services
Simi Valley,
California
|
$2.89M
|
-$741K
|
-18,494
|
-21%
|
|
|
22
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$2.83M
|
+$2.73M
|
+68,160
|
New
|
|
|
23
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$2.76M
|
-$25.8M
|
-643,778
|
-91%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.61M
|
-$423K
|
-10,547
|
-14%
|
|
|
25
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.11M
|
+$190K
|
+4,731
|
+10%
|
|
